Finding the right tools

From planning a new scheme implementation to providing daily support and information for established schemes, find out here about the services we offer to help you manage your scheme.



Scheme set up






Ongoing management

Member engagement hub

We’re highly experienced in helping companies engage members with their workplace pensions. Find out more about the tools and features available to members in our hub.


  • Supporting you and your scheme members

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    Supporting you and your scheme members

    Our dedicated operations team will work with you on supporting the day-to-day administration of your plan including providing you with a consistent, personalised service to oversee the operational needs of your HR and payroll processes.

    Meanwhile, on our member helpline, we take time to listen and understand members’ needs and provide a one-stop solution to their queries. Our helpline typically has over 100 colleagues assisting members between 8.30am and 7pm, Monday to Friday. 

  • Online scheme management

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    Online scheme management

    Our Manage Your Scheme system is an online pension administration service designed to make it easier for you to manage your workplace pension. Among other things, it enables you to:

    • manage employee data (such as joiners and leavers)
    • access our employee eligibility assessment tool (WorkSave Select)
    • manage and send employee contributions
    • view scheme information
    • obtain scheme management information and request governance reports
    • access fund statistics and performance
  • Scheme data

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    Scheme data

    Access your pension scheme data with ease using our portal, My Scheme Intelligence (MySI).  

    MySI is a web-based platform that summarises key metrics like total contributions, members’ pension pot sizes and assets under management.  

    Information can be filtered based on gender, location, age and contributions over specific time periods to allow you to dive into the story behind the data. This helps you to use the member engagement expertise we provide to reach the right segments of your membership with the relevant, targeted messaging.